Institute for Wealth Management’s Old Republic International ORI Stock Holding History

Institute for Wealth Management’s Portfolio ORI Stock Details ORI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$89.5K	Buy	+2,187	New	+$86.7K	0.01%	708

Other funds holding ORI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Institute for Wealth Management's ORI Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Old Republic International (ORI) in Q2 2026: 2,187 shares worth $89.5K. The stake represents 0.01% of the portfolio and ranks #708 among its holdings.

340 funds tracked by Wall St. Rank hold ORI as of Q2 2026.

Institute for Wealth Management held 2,187 shares of Old Republic International worth $89.5K as of Q2 2026.
Old Republic International was a new Institute for Wealth Management position in Q2 2026.
Old Republic International made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #708 holding.
340 funds tracked by Wall St. Rank held Old Republic International as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.